Welcome to Business Intelligence world with Power BI!
In this post, I will guide you through building an executive summary finance report using Power BI.
Use Case Description
- Our dataset is a sample financical dataset from Power BI Desktop.
- Our objective is to create a Power BI report that helps executives answer the following three questions:
- Which month and year had the highest profit?
- Where is the company experiencing the most success (by country/region)?
- Which product and segment should the company continue investing in?
How-to Guide
Our development process involves the following steps:
- Data preparation
- Data loading
- Data transformation
- Convert the data type of “Units Sold” to Whole Number.
- Change the ext format of “Segment” to UPPERCASE.
- Rename “Month Name” to “Month”.
- Remove the “Montana” product from “Product” as it was discontinued last month.
- Data modeling
- Write two DAX formulas for measures and tables.
- Report building
- Visual #1: Add a title.
- Visual #2: Line graph for Profit by Date.
- Visual #3: Map visualisation for Profit by Country/Region.
- Visual #4: Bar graph for Sales by Product and Segment.
- Visual #5: Time slider for Year.
- Report Publishing
- Publish our report from Power BI Desktop to Power BI service to share.
To give you a hands-on practice of this use case, please following my step-by-step tutorial video to perform all the above steps:
Final result
In summary, the final Executive Summary - Finance Report should look like this:
This report enables executives to address the following questions:
- Which month and year had the highest profit?
- December 2014.- In which country/region the company experiencing the most success?
- In Europe, specifically France and Germany.- Which product and segment should the company continue to invest in?
- The company should continue to invest in the Paseo product, focusing on the Small Business and Government segments.Reference
- [1] https://learn.microsoft.com/en-us/power-bi/create-reports/desktop-excel-stunning-report